Version 1.91 - Released November 20, 2025

v1.91 Release Notes

Enhanced AgentForce Integration with Flexible Booking Options

New Features

1. Is From AgentForce Field

• Added Is_From_AgentForce__c checkbox field on Appointment records
• Tracks appointments booked via AgentForce bot
• Optional parameter in bookAppointmentfromAgentForceById invocable action
• Included in permission sets and page layouts

2. Flexible Customer Booking within the invocable class bookAppointmentfromAgentForceById

• Support for booking appointments for existing Contacts or Leads via customerId parameter
• When customerId provided, automatically retrieves customer data from existing record
• Creates new customers when customerId not provided
• Respects org settings for Lead vs Contact preference

3. Flexible Time Format Support

• Now accepts both 24-hour format (14:30) and 12-hour format (3:00 PM)
• Handles edge cases (12:00 AM, 12:00 PM) correctly
• Automatically converts to proper format for backend API

4. Improved Field Validation

• Made firstName, lastName, email, phone optional when customerId is provided
• Enhanced validation to require either email OR phone for new customer creation
• Better error messaging for invalid inputs

Technical Improvements

• Detects record type from ID prefix (00Q = Lead, else = Contact)
• Queries org settings to determine customer type
• All fields properly added to permission sets and layouts

Files Modified

• bookAppointmentfromAgentForceById.cls
• Permission sets: Appointiv Admin, Service Provider, Experience Users
• Page layouts: Appointment Detail Layout, Appointment Detail Layout v2
• New field: Is_From_AgentForce__c